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Showing 341 - 350 of 456 results for "Family offices"

Intergenerational business succession failing: Report

KARREN VERGARA  |  FRIDAY, 29 SEP 2017
... place, according to PwC's Once in a Lifetime report. A separate study by UBS and Campden Research recently found family offices in Asia Pacific lagged behind Europe and North America in succession planning - only 13% have written plans in place, while ...

Family offices put focus back on equities: Research

EMMA RAPAPORT  |  TUESDAY, 26 SEP 2017
Asia-Pacific family offices have recorded strong performance off the back of developed-market equities and private equity, according to latest research. In a survey of principles and executives among 262 family offices, the Global Family Office Report ...

European $1bn asset manager enters Australia

ALEX BURKE  |  THURSDAY, 21 SEP 2017
... Netherlands and Spain; assets include retail real estate, hotels, offices and multi-let campuses. Its investors include family offices, the Cubic Property Fund and other private investors. Now the manager is looking to take advantage of what it describes ...

Alternative investment manager opens Sydney office

EMMA RAPAPORT  |  THURSDAY, 14 SEP 2017
... platforms [including HUB24 and Netwealth] and that is a growing part of our business - wealth management groups, family offices and dealer groups," Shepherd said. But unlike other overseas investment managers who have opened Sydney offices, CFM has no ...

Hastings loses $2.1bn fund mandate

ALEX BURKE  |  FRIDAY, 1 SEP 2017
Unitholders including large super funds, insurance companies and family offices voted to remove Hastings Funds Management as the portfolio manager for a $2.1 billion infrastructure fund. Following an extraordinary meeting with trustee Gardior, unitholders ...

Family office merger sees new chief executive

KARREN VERGARA  |  WEDNESDAY, 2 AUG 2017
Newly combined family offices, Mutual Trust and Myer Family Company, announced the appointment of a new chief executive. Phil Harkness has been appointed chief executive of Mutual Trust and chief executive-elect of the enlarged group. Pending completion ...

Crestone appoints banking executive

EMMA RAPAPORT  |  MONDAY, 31 JUL 2017
... demonstrated a capacity for maintaining the strong trust of its significant client base of high net worth individuals, family offices and not-for-profit organisations in Australia." "Crestone provides a valuable and distinctive offering to its segments ...

Grant Thornton appoints private wealth head

JAMIE WILLIAMSON  |  FRIDAY, 28 JUL 2017
... push into the market. Draydon brings with him more than 18 years' experience in financial services, across multi-family offices and investment banks such as Merrill Lynch and Goldman Sachs JB Were. "Our business operations centre around our clients' ...

Boutique manager selects A-REIT and small-cap specialists

DARREN SNYDER  |  THURSDAY, 27 JUL 2017
... strategic position within Sydney," Paramor said. Folkestone has received commitments from high net worth investors and family offices to invest in the fund for $24.7 million, being the full amount to be raised by the fund.

Aussie hedge fund seeking $300m for retail IPO

ALEX BURKE  |  THURSDAY, 20 JUL 2017
... targeted the private wealth market; as above, it manages $1.1 billion for about 250 high-net-worth individuals, family offices and endowments. With the launch of VG1, which expected to list on the ASX with a net asset value per share equalling the $2 ...